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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Christine Furlong is a financial advisor with Transamerica Retirement Advisors, LLC. Heidi has been in the industry since 2006 and is registered in 51 states, the District of Columbia and Puerto Rico. Heidi is also a registered investment advisor in Minnesota. Heidi has a wide range of experience in the financial services industry, including investment management, financial planning, and retirement planning. Heidi has worked with clients of all types, including individuals, families, businesses, and retirement plans. Heidi is committed to providing her clients with personalized financial advice that is tailored to their specific needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/02/2016 - Present
Transamerica Retirement Advisors, LLC (Saint Paul MN)
MN
10/19/2009 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
06/08/2009 - 09/14/2009
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
01/10/2007 - 02/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MN
09/02/2005 - 12/31/2006
INTERSECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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